Extra Space Storage
590 hedge funds and large institutions have $18.9B invested in Extra Space Storage in 2022 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 241 reducing their positions, and 101 closing their positions.
1.62% less ownership
Funds ownership: 97.29% → 95.68% (-1.6%)
6% less funds holding
Funds holding: 628 → 590 (-38)
10% less call options, than puts
Call options by funds: $18.6M | Put options by funds: $20.6M
16% less capital invested
Capital invested by funds: $22.5B → $18.9B (-$3.67B)
24% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 241
26% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 101
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$634M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$400M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$127M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$61M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$295M |
| 2 |
Cohen & Steers
New York
|
-$146M |
| 3 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$128M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$126M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$90.2M |
EXR Hedge Fund Activity: Q4 2022 in Review
590 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Extra Space Storage (EXR) for Q4 2022, worth a combined $18.9B — down 16% from $22.5B a quarter earlier.
Sellers outnumbered buyers: 101 funds closed out of EXR and 75 opened new positions — a net loss of 26 holders — while 241 trimmed existing stakes and 182 added.
The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was Ameriprise, cutting an estimated $295M.
- 590 institutional investors held Extra Space Storage (EXR) as of Q4 2022, down from 628 in Q3 2022.
- Funds reported $18.9B of Extra Space Storage stock for Q4 2022, down 16% quarter-over-quarter.
- 75 funds opened new Extra Space Storage positions in Q4 2022 and 101 closed out, a net change of -26 holders.
- The largest Extra Space Storage buyer in Q4 2022 was Capital World Investors, an estimated $634M added.
- The largest Extra Space Storage seller in Q4 2022 was Ameriprise, an estimated $295M sold.
Based on aggregated 13F filings for Q4 2022.